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Welch Group’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Welch Group’s Portfolio MGV Stock Details MGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$408K Sell
2,813
-259
-8% -$38.4K 0.02% 205
2025
Q4 		$434K Hold
3,072
– – 0.02% 192
2025
Q3 		$423K Sell
3,072
-75
-2% -$10K 0.02% 190
2025
Q2 		$413K Buy
3,147
+325
+12% +$40.8K 0.02% 177
2025
Q1 		$359K Buy
+2,822
New +$365K 0.02% 182

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Welch Group's MGV Position: Q1 2026 in Review

Welch Group reduced its Vanguard Mega Cap Value ETF (MGV) stake by 8.4% in Q1 2026, selling an estimated $38.4K and leaving 2,813 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #205.

Welch Group first reported a position in MGV in Q1 2025 and has held it in 5 quarters since. The position peaked at $434K in Q4 2025. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • Welch Group held 2,813 shares of Vanguard Mega Cap Value ETF worth $408K as of Q1 2026.
  • Welch Group sold 259 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $38.4K.
  • Vanguard Mega Cap Value ETF made up 0.02% of Welch Group's portfolio in Q1 2026, its #205 holding.
  • Welch Group first reported a position in Vanguard Mega Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • Welch Group's Vanguard Mega Cap Value ETF position peaked at $434K in Q4 2025.
  • 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Welch Group's 13F filing for Q1 2026, filed 21 Apr 2026.